Fluxo e Caixa / Contas a Receber / Inadimplências
Originalmente desenvolvi esse dashboard para um cliente, integrado com SAP Hana e ambiente de Datawarehousing, troquei os dados e fiz uma versão de demonstração. Este dashboard consta com: Fluxo e Caixa: a comum tabela de fluxo e caixa com 4 opções de grão de data, além de páginas designadas apenas para recebimentos e pagamentos, além de opções de detalhamento. Contas a Receber: Análise temporal poderosa, insights prontos, formatação condicional, detalhamento em grande parte da página, comparação temporal, comparação com o que estava vencido, média de pagamento por cliente, média de atraso por cliente, análises com tooltips. Inadimplência: insights prontos, análise com foco no cliente, comparação temporal, análise de média de atraso, detalhamento em grande parte do dashboard, análises com tooltips. Além disso, a maioria dos visuais possui uma explicação do valor exibido ao parar com o mouse no visual e clicando no "?" que aparecerá. Quanto já foi pago? Quanto será pago? Quanto está vencido? Que títulos vencerão daqui 7 dias? Que títulos vencerão esse mês? Quem cobrar primeiro? Qual a média de atraso desse cliente? Qual o valor dos títulos desse cliente em média? Qual foi a última compra desse cliente? A quanto tempo está vencido esse título? Quais títulos estavam vencidos mês passado e foram pagos esse mês? Esse dashboard responde rapidamente essas perguntas e muitas outras.
African Gig Economy & Digital Wallet Risk Analysis
For the August #DataDNA challenge, I developed a Power BI report focused on understanding fraud exposure, fraud drivers, and operational risk across a digital wallet ecosystem serving the African gig economy. The objective was to move beyond reporting metrics and answer three business questions: What is the current risk exposure? What factors are driving fraud risk? Where should controls and monitoring be strengthened? To support this analysis, the report was structured into three sections: Executive Risk Overview Assess transaction performance, fraud exposure, disputes, and reversals. Fraud Driver Analysis Identify the customer, behavioural, and transaction characteristics associated with elevated fraud risk. Operational Risk & Controls Evaluate dispute patterns, reversal behaviour, transaction timing, and market risk indicators to identify opportunities for intervention. Key Observations Fraud exposure was more closely associated with customer behaviour, transaction type, and channel usage than demographics alone. USSD channels and Cash-In transactions consistently recorded elevated fraud rates. Month-end periods showed increased cash-out activity and reversal risk. Observed fraud exposure did not always align with expected market risk levels. The report also incorporates recent Power BI enhancements, including Donut Chart Center Value and Drop-down Slicer features introduced in the August Power BI update. Source: https://datadna.onyxdata.co.uk/challenges/august-2026-datadna-african-gig-economy-and-digital-wallet-analytics-challenge/Burnout Analysis
Burnout Analysis explores employee work patterns to identify factors associated with burnout risk. The dashboard examines workload, screen time, meetings, sleep, breaks, after-hours work, and task completion to highlight high-risk patterns and provide an interactive view of employee well-being and work behavior.Sales and Financial Performance
Sales and Finance Dashboard Why a unified Sales & Finance dashboard matters (and what it actually fixes) The Importance of This Dashboard Most teams split sales tracking from financial reporting. Sales sees revenue; Finance sees cost. They rarely meet in one place until it’s too late. This dashboard exists to close that gap. It connects execution to profitability. You can move from an executive summary down to the individual transaction without switching tools. It shifts the conversation from “How much did we sell?” to “What did we actually earn?” Profit, COGS, margin, and cost-per-unit are built in—not calculated separately. It serves both micro and macro decisions. The same structure supports a rep reviewing their profile, a manager coaching a team, or a leadership team reviewing monthly trends. It replaces scattered reports with one interactive source. Year, country, category, and product filters apply across views, so the data stays consistent. Key Benefits of Having It For Sales Managers & Team Leads Manage by profit contribution, not just revenue. Identify which countries, categories, or users are pulling the team down. Compare team/rep performance on a common baseline. For Finance / Controllers / CFO Monitor true profitability by geography and product line. See cost structure (COGS) directly against revenue without manual reconciliation. Validate margin efficiency at a glance. For Executives / Leadership Get a high-level pulse (revenue, profit, shipments, trends) instantly. Spot concentration risk and monthly shifts without waiting for static reports. Make faster strategic calls backed by consistent data. For Operations / Analysts Drill from summary to line-item detail when needed. Filter, search, and audit individual transactions by date, rep, country, or product. Reduce time spent stitching spreadsheets together. For Individual Sales Reps Understand their full impact—revenue, units, profit, and margin—not just a top-line number. Track YoY progress in one view rather than across multiple files. Bottom Line Benefit You stop making decisions on half the story. Revenue without cost is misleading; cost without sales context is blind. This brings both into one workflow, faster decisions, clearer accountability, and less reporting overhead. For more, visit: https://arbazahmad-bi.netlify.app/ Thank you.Manufacturing Business Dashboard: Customer Insights & Production Performance Analytics
Hi Everyone, I’m sharing a Manufacturing Analytics Dashboard built to track supply chain efficiency, downtime drivers, and plant utilization. I’d love to get your feedback on the layout, visual hierarchy, and overall UI/UX design. Key Dashboard Features: Top KPI Cards: Highlighting core operational metrics like Total Production, Capacity Utilization (95.62%), On-Time Delivery, and Rejection Rate alongside MoM variance sparklines. Smart Alert Banner: Dynamic contextual banner warning users about key operational bottlenecks (e.g., maintenance downtime in the West region). Production & Downtime Breakdown: Visualizing monthly output against targets, downtime root causes (Maintenance, Labor, Power, Material), and plant-level efficiency tables. Questions for the Community: Visual Hierarchy: Does the visual balance between KPI cards, alert banners, and detailed line/bar charts feel intuitive for executive decision-making? DAX & Dynamic Insights: How do you typically handle threshold-based dynamic text banners without impacting report performance? Design / Formatting: Any recommendations on improving typography, contrast, or chart layout for desktop vs. embedded views? Looking forward to hearing your thoughts, suggestions, or best practices! Other links: Free Sample Data Generator • Create Realistic Mock Data Instantly Free XML Sitemap Generator Online – Advanced SEO Sitemap Tool Convert Image to Base64 Text Online Free For PowerBI Image embedding without Storing image on Server | PNG, JPG to Base64 EncoderConsumer Financial Complaints Analytics
This project moved beyond simple reporting to deliver a structured, four-pillar analytical framework to understand, diagnose, and prescribe solutions for the consumer finance ecosystem. The Dashboard's Analytical Structure: Executive Snapshot: Volume, Trend, and Compliance. Objective: Provides an immediate, high-level view of the complaint landscape and overall system health (e.g., volume change, timely response rates). Root Cause Deep Dive: Product & Issue Drivers. Objective: Isolates the specific "what" and "why" behind the complaints (e.g., mortgages vs. credit reporting, and the specific issues within those products), allowing for targeted policy and product intervention. The 'Who': Company Accountability & Benchmarking. Objective: Compares company performance using metrics like "Substantiated Complaint Rate" and "Timely Response," identifying potential bad actors that require regulatory focus. Resolution Channels & Outcomes. Objective: A critical analysis of the resolution process. It answers: How timely and effective are company responses? Do outcomes differ based on the channel (Web, Phone, Mail) used for submission? Key Finding: By correlating submission channel and response speed (Page 4) with root cause (Page 2), the data reveals systemic bottlenecks that, if addressed, could dramatically increase resolution efficiency and strengthen consumer trust. This dashboard is designed to be an actionable regulatory intelligence tool. I'd welcome any feedback on the structure and analysis! eyJrIjoiOGM2OGFlN2YtZDY2MS00MDA3LTg3NjEtM2VmMjM5NWE4YzVlIiwidCI6IjkyNTcwMDE0LWZmM2QtNDAxMC04MTNkLTQxM2YwZmY5OWQ5MiJ9Oil & Gas Operations Dashboard | DataFlip
Running oil and gas operations means balancing production, equipment, maintenance, safety, and costs. When these areas are tracked through separate reports, it becomes difficult to spot downtime, underperforming sites, and rising costs early. This dashboard brings key operational data into one clear view, helping teams act faster and improve performance. Business Impact This dashboard helps organizations: Track production, revenue, downtime, maintenance, safety, and emissions Identify underperforming sites and unused capacity Analyze equipment downtime and maintenance costs Monitor asset reliability and operational efficiency Compare performance across sites and regions Track safety incidents and CO2 emissions Support faster, data-driven operational decisions It helps energy teams reduce downtime, improve asset performance, strengthen safety, and gain better control over operations. Who Can Use This Template Oil & Gas Operators Energy Managers Asset Performance Teams Maintenance Leaders HSE Teams Operations Executives Production Analysts Discover more insight-driven templates built for real business decisions. Visit DataFlipAccounts Receivable Dashboard
An Accounts Receivable (AR) can mean the amount of money a customer owes a company for goods or services they received, or the process of converting their debt into cash. Therefore, managing AR is such a critical business process, and the quality of AR can determine whether or not a company thrives. A dashboard that presents receivables data graphically can offer valuable insights about an organization's receivables status and provide a clear picture of its cash position. The use of highly interactive dashboards with drill-down capabilities into different breakdowns such as geography, period, customer, and invoice details can provide transparency and insight across the entire process for AR. Having such a solution in place can help a company shorten the order-to-cash cycle and maximize its cashflow and working capital. The report contains two pages: Overview and Customer Insights OVERVIEW The Overview page contains high-level information and shows 360-degree view of the company's current receivables position. Data for this fictitious company are available from 1 January 2017 through 31 May 2020. By selecting a desired date slicer at the top of the report, you will be able to dynamically recalculate the receivable balances as of any previous date. The top info bar displays KPIs, including the customer balance as of selected date, broken down by non-due and overdue balances. DSO (Days Sales Outstanding) is shown along with the Overdue % for the past 12 months. DSO is the average number of days it takes to receive cash from customers. This metric measures the very heart of the AR process. Age Analysis of Due Balances shows balances broken down by age groups. The aging calculation is dynamic, which means that if you change the end date of the date range on top, the balances are recalculated. I have used Calculation Group to achieve this setup. You can right-click on any age group and go to the relevant detail page to see the customers and invoices that belong to the selected aging group. The donut chart shows the overdue balances with percentages by regions The clustered column chart on the upper right shows the actual vs estimated & forecasted cashflow. This chart is useful to know future cash inflow based on customers’ average past settlement days. The chart shows the expected inflow in the next three months. The chart on the bottom left explains AR efficiency by comparing monthly sales with the running due balances, broken down by within-due and overdue balances. The matrix visual shows the top 10 customers based on overdue balances with number of invoices within overdue periods and flagging customers who exceed their credit limits. You can drill down to the detail page for more details from here. CUSTOMER INSIGHTS The 2 nd page shows customer specific receivable information with the hierarchy by country, city, and customers. Each line in the matrix visual represents receivable balances along with due balances and the breakup of the age groupings. You are also able to drill through to invoice details from this visual ⏬ The Power BI (PBIX), along with the complete dataset, is available for purchase through the following link: https://excelfort.com/power-bi-reports/accounts-receivable-dashboard/ Your thoughts and opinions on how to enhance and expand this report are much appreciated. Thanks and kind regards Fowmy Abdulmuttalib Fowmy is a Microsoft-certified business intelligence professional with extensive experience in finance, accounting, and data analytics. He founded ExcelFort Consulting Services, which specializes in training, consulting, and building business intelligence solutions using the Microsoft Power BI. Interested in everything data-related, he would like to share his passion and knowledge with the data community. Website https://excelfort.com/ YouTube channel https://www.youtube.com/c/ExcelFort LinkedIn: https://www.linkedin.com/in/fowmy/ Twitter: https://twitter.com/excelfort Email: [email protected] eyJrIjoiMGRhMmRmOTktZDM0Mi00MmU4LWIxMjUtOWM4M2E5NjQyYmZjIiwidCI6IjlhYmQwNTc0LTBlMmYtNGM2OS1hMDk2LThjZjA1YWZiYWZjNCIsImMiOjl9&pageName=ReportSectionToy Store Revenue Dashboard | DataFlip
Running a toy store means tracking sales, products, and customer trends across multiple channels. Without clear insights, it's difficult to know which products generate the most revenue or which marketing efforts drive the best results. This dashboard brings all your key retail metrics into one place, helping you make smarter business decisions. Business Impact This dashboard helps businesses: Track sales, revenue, profit, orders, and conversion performance Identify top-selling and most profitable products Compare performance across sales channels, campaigns, and devices Understand customer buying behavior and traffic sources Monitor refunds and returns to protect profit margins Improve merchandising and marketing with data-driven insights It helps retailers increase sales, improve profitability, and reduce manual reporting. Who Can Use This Template Toy Retailers Retail Executives E-commerce Managers Category Managers Merchandising Teams Discover more insight-driven templates built for real business decisions. Visit DataFlip eyJrIjoiYWJkNjQ2NzEtYzNlYi00ZWFjLTkwNzAtNmMzOTY2OTA1NDdiIiwidCI6ImE5NDUyNTg2LTJmNGMtNGNiMS04ZDJlLTI2ODkyODllZTcyNiIsImMiOjl9
